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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PSA holding history

Public Storage in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSA overviewAll 13F holders of PSAFull Q2 2026 holdings

Shares (Q2 2026)
30,471
Value
$9.70M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,471$9.70M<0.1%+4,325+16.5%AddedHolders
Q1 202626,146$7.08M<0.1%+2,279+9.5%AddedHolders
Q4 202523,867$6.19M<0.1%−3,308−12.2%ReducedHolders
Q3 202527,175$7.85M<0.1%+2,065+8.2%AddedHolders
Q2 202525,110$7.37M<0.1%+1,068+4.4%AddedHolders
Q1 202524,042$7.20M<0.1%+1,474+6.5%AddedHolders
Q4 202422,568$6.76M<0.1%+583+2.7%AddedHolders
Q3 202421,985$8.00M<0.1%+2,550+13.1%AddedHolders
Q2 202419,435$5.59M<0.1%−292−1.5%ReducedHolders
Q1 202419,727$5.72M<0.1%+5,806+41.7%AddedHolders
Q4 202313,921$4.25M<0.1%−435−3.0%ReducedHolders
Q3 202314,356$3.78M<0.1%+830+6.1%AddedHolders
Q2 202313,526$3.95M<0.1%−1,559−10.3%ReducedHolders
Q1 202315,085$4.56M<0.1%+1,845+13.9%AddedHolders
Q4 202213,240$3.71M<0.1%−693−5.0%ReducedHolders
Q3 202213,933$4.08M<0.1%+2,499+21.9%AddedHolders
Q2 202211,434$3.58M<0.1%+2,626+29.8%AddedHolders
Q1 20228,808$3.44M<0.1%+25+0.3%AddedHolders
Q4 20218,783$3.29M<0.1%+191+2.2%AddedHolders
Q3 20218,592$2.55M<0.1%−189−2.2%ReducedHolders
Q2 20218,781$2.64M<0.1%−466−5.0%ReducedHolders
Q1 20219,247$2.28M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.